Brown Shipley& CO LTD Portfolio Holdings

Brown Shipley& CO LTD

  • $177 Billion
  • Q1 2025

Brown Shipley& CO LTD has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $177 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.7B, Nvidia Corp with a value of $18.6B, Alphabet Inc. with a value of $13.3B, Visa Inc. with a value of $12.4B, and Jpmorgan Chase & CO with a value of $10.2B.

Examining the 13F form we can see an decrease of $24.8B in the current position value, from $201B to 177B.

Brown Shipley& CO LTD is based out at London, X0

Below you can find more details about Brown Shipley& CO LTD portfolio as well as his latest detailed transactions.

Portfolio value $177 Billion
Technology: $63 Billion
Communication Services: $31.3 Billion
Financial Services: $25.6 Billion
Healthcare: $23.1 Billion
Consumer Defensive: $9.8 Billion
Consumer Cyclical: $8.37 Billion
Industrials: $8.2 Billion
Real Estate: $3.55 Billion
Other: $3.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.47B
$53.6 Million 0.03% of portfolio
640
Q4 2024 Reduced 25.06%
$410B
$46.4 Million 0.03% of portfolio
280
Q4 2024 Reduced 44.0%
$562B
$28 Million 0.02% of portfolio
30
Q4 2024 New
$229B
$41.5 Million 0.02% of portfolio
9
Q1 2024 Added 12.5%
$160B
$31.1 Million 0.02% of portfolio
147
Q1 2025 Reduced 65.57%
$434B
$23.6 Million 0.01% of portfolio
25
Q1 2025 Reduced 28.57%
$92.7B
$22.2 Million 0.01% of portfolio
327
Q2 2024 Added 0.31%
$19.2B
$14.6 Million 0.01% of portfolio
107
Q1 2025 Added 386.36%
$12.9B
$2.95 Million 0.0% of portfolio
104
Q4 2024 New
$18.7M
$2.71 Million 0.0% of portfolio
4,783
Q2 2024 Added 0.99%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $177 Billion
  • Prior Value $201 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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